Jacobsen Capital Management

Position in AXP — American Express Co

CIK 1782491 SALT LAKE CITY, UT

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$309,837

+$37,605 QoQ

Shares Held

916

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,354

of 2,990 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Jacobsen Capital Management holds $3,450,189 across 4 Credit Services names. AXP ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,179	$1,776,863
2	MA	Mastercard Inc	2,179	$1,119,134
3	AXP	American Express Co This page	916	$309,837
4	COF	Capital One Financial Corp	1,218	$244,355

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,837	916	+1.8%	Shares	Sole	2026-07-29
2026-03-31	$272,232	900	+14.5%	Shares	Sole	2026-04-24
2025-12-31	$290,780	786	-17.7%	Shares	Sole	2026-01-26
2025-09-30	$317,212	955	+0.3%	Shares	Sole	2025-10-27
2025-06-30	$303,668	952	+12.0%	Shares	Sole	2025-07-30
2025-03-31	$228,692	850	+2.8%	Shares	Sole	2025-04-25
2024-12-31	$245,445	827	0.0%	Shares	Sole	2025-01-24
2024-09-30	$224,282	827	—	Shares	Sole	2024-10-25
No filing history on record for this holder in this stock.